Wednesday 6 June 2018

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8:00am

REGISTRATION OPENS

9:20am

WELCOME AND OPENING REMARKS FROM THE CHAIRPERSON

Gail Stevens – Principal and Director, Training and Development, GLS Management Pty Ltd 

9:30am

SME FINANCE: WHAT YOU NEED TO KNOW (45 min)

  • Unsecured loans – How they work efficiently
  • A different approach to evaluating a business’s credit worthiness
  • Credit Score- the benefits to the clients. Is this a possibility?

Michael Burke – Head of Sales, OnDeck

10:15am

SPECIALIST LENDING (45 min)

  • The benefits to brokers diversifying into the specialist space
  • What to ask clients when assessing them for custom lending
  • Looking at the LMI/credit scoring approval process

John Mohnacheff – Group Sales Manager, Liberty

11:00am

MORNING REFRESHMENT & NETWORKING BREAK

11:30am

THE BENEFITS OF COMMERCIAL LENDING (45 min)

  • Why brokers should consider diversifying into the commercial space
  • How residential brokers can break into the commercial market
  • The long-term benefits

Peter Vala – Head of Sales and Distribution, Thinktank Property Finance

Heather Noonan – Regional Executive, Thinktank Property Finance

12:15pm

HOW TO ADD INSURANCE TO YOUR CUSTOMER VALUE PROPOSITION (45 min)

  • The importance of ensuring your customers are protected
  • How to add insurance to your customer value proposition
  • How general insurance can make the home loan process easier

Mark Kevin – National Manager, Corporate Partner Sales, Suncorp

1:00pm

NETWORKING LUNCH

2:00pm

ASSET AND EQUIPMENT FINANCE: WHAT YOU NEED TO KNOW (30 min)

  • How the application process works
  • Risks and losses involved in diversifying into asset and equipment finance
  • Examples and lessons learned from recent case studies
  • The infrastructure and skill set you need to succeed in the market you choose

Shaun Gibson – Manager, Motor Operations, Liberty

2:30pm

GROWTH OPPORTUNITIES THROUGH REVERSE MORTGAGES (30 min)

  • How do reverse mortgages work?
  • Market overview and insights
  • Understanding the reverse mortgage customer
  • Growth and diversification opportunities through reverse mortgages

Andrew Ford – Chief Executive Officer, Heartland Seniors Finance

3:00pm

Afternoon Tea

3:15pm

DIGITAL MORTGAGE LEAD GENERATION: THE LATEST IN BROKER LEAD TECHNOLOGIES & CONVERSION (45 min)

  • WHY digital will make (or break) your business?
  • The online mortgage sales funnel
  • Generating mortgage leads online
  • Lead conversion secrets

Darren Moffatt – Director Strategy & Content Marketing, WeBuzz

4:00pm

Networking Drinks & $200 Cafe Sydney Prize Draw

5:00pm

Event Concludes

PARTNERS